In this episode of Leaders in Investment, Robert-Jan Foortse, Managing Director of European Real Estate at APG, manager of the Netherlands’ largest pension fund, discusses the fund’s real estate allocation, its attitude to risk and the impact it is creating via a €5bn investment in Dutch affordable housing. The conversation also includes the fund’s increased appetite for private markets investments, their decision to have less leverage than before the global financial crisis, and how APG is reflecting future energy costs and climate considerations into investment decisions.

This episode of Leaders in Investment is sponsored by UBS.

“If you don’t want to call it the E for Environment or the S for Sustainability, then at least call it the R for resilience.”

In this podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content. 

Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.

If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on podcasts@ipe.com.